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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1526
Foster & Motley
Ohio
$276K -$25.2K -151 -8%
SCM
1527
SKBA Capital Management
California
$276K – – –
SGK
1528
Steigerwald Gordon & Koch
Virginia
$276K +$167 +1 +0.1%
HWM
1529
Hemington Wealth Management
Virginia
$275K +$3.18K +19 +1%
BFC
1530
Blue Fin Capital
Rhode Island
$274K – – –
BBNA
1531
Bremer Bank National Association
Minnesota
$273K -$27.6K -165 -9%
CL
1532
CPWM LLC
Washington
$273K -$5.52K -33 -2%
VCM
1533
Vigilant Capital Management
Maine
$273K +$21.2K +127 +8%
FBFS
1534
First Business Financial Services
Wisconsin
$273K +$48K +287 +21%
FANJ
1535
Financial Architects (New Jersey)
New Jersey
$272K -$142K -852 -34%
GL
1536
Graypoint LLC
New York
$272K +$43.5K +260 +19%
ISWM
1537
Independent Solutions Wealth Management
New York
$271K +$3.01K +18 +1%
ECA
1538
Elevated Capital Advisors
Utah
$270K +$269K +1,610 New
SWA
1539
SFMG Wealth Advisors
Texas
$269K -$3.01K -18 -1%
MPPLM
1540
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$269K +$2.17K +13 +0.8%
HAS
1541
HBW Advisory Services
California
$269K +$18.2K +109 +7%
OIA
1542
Optimum Investment Advisors
Illinois
$268K -$83.6K -500 -24%
MJP
1543
Michael J. Puzo
$268K – – –
SGI
1544
Summit Global Investments
Utah
$268K – – –
TI
1545
Truehand Inc
New Hampshire
$268K – – –
CF
1546
Corrigan Financial
Rhode Island
$268K +$167 +1 +0.1%
KJHP
1547
K.J. Harrison & Partners
Ontario, Canada
$267K – – –
NB
1548
Northwest Bancshares
Pennsylvania
$266K – – –
LJHT
1549
Laurie J. Hall Trustee
$265K -$1.67K -10 -0.6%
MSCM
1550
McElhenny Sheffield Capital Management
Texas
$265K +$264K +1,579 New
60 61
62
63 64